Before you Install

Congratulations on taking the step to sync your WooCommerce store with QuickBooks Online! We have plenty of documentation and even steps right inside our sync to help you with setup. We also include a complimentary setup call with all our paid plans.

If you decide to schedule a setup call with us, there a few steps you’ll want to make sure are in place before your call with us, to ensure that our call time is efficient.

If your accountant or developer would like to join the setup call with us, they are more than welcome to do so. If not, you should consult with them beforehand to ensure they have your sync installed, and your QuickBooks set up how it needs to be.

Requirements:

  1. An active QuickBooks Online company, with admin access.
  2. An active WooCommerce store with admin access.
  3. Our sync installed and activated on your WooCommerce store.
  4. Reviewing the commonly asked questions below.

Commonly Asked Pre-Setup Questions:

Products

Q: Where should my products be as I start getting set up?
A: We recommend you at least start with all your products in WooCommerce, and each should have a unique SKU (although not required). If all of your products are in QuickBooks, that’s fine – you’ll still be able to pull them into WooCommerce through our sync.

Banking

Q: How do my payment methods and bank accounts need to be set up?
A: You should have at least one payment method set up in WooCommerce, and your corresponding Bank Accounts added in QuickBooks Online. This is also something your accountant can help with.

Taxes

Q: Do I need to charge tax? If so, do I know what the rates are and have them correctly set up?
A: If you do need to charge tax, you simply need to ensure your tax rates are added in your WooCommerce Settings, and in your QuickBooks Tax area – and you’ll be able to link them together in our sync. This is something your accountant would be able to confirm with you.

Q: I’m using an automated sales tax calculation service in WooCommerce. Anything I need to do?
A: You’re all set! We’ll automatically sync the tax into QuickBooks with the order.

Team & Access

Q: Who should be on the setup call? 
A: If your accountant or developer would like to be on the call, that will be helpful. Typically your accountant will be able to answer questions like mapping bank accounts and handling products and tax rates.

Q: How do I install the sync?
A: You can visit Plugins > Add New on your site, search for “MyWorks” and click Install. The sync must be installed before the setup call.

Q: What type of access will we need on the setup call?
A: You should have admin access to WooCommerce and QuickBooks.

That’s it! We look forward to assisting you with setup, and getting you up and running!

Please note: if the above steps are not completed or reviewed before the call, we may ask you to reschedule.

Updated on May 15, 2020

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